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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3151
Strata Wealth Advisors
Texas
$4.48M +$57.7K +331 +1%
SGK
3152
Steigerwald Gordon & Koch
Virginia
$4.46M +$129K +742 +3%
EPIME
3153
Evelyn Partners Investment Management (Europe)
$4.45M -$169K -971 -4%
TWM
3154
Tripletail Wealth Management
Florida
$4.44M -$266K -1,528 -6%
OCPWS
3155
One Charles Private Wealth Services
Massachusetts
$4.43M +$92K +528 +2%
PIAS
3156
PCA Investment Advisory Services
Ohio
$4.43M +$101K +582 +3%
SGFG
3157
Silver Grove Financial Group
New York
$4.43M +$4.14M +23,743 New
SPWG
3158
Sage Private Wealth Group
Illinois
$4.43M +$24.8K +142 +0.6%
PAS
3159
Parsonex Advisory Services
Colorado
$4.43M +$909K +5,214 +28%
AWG
3160
Altus Wealth Group
Colorado
$4.42M -$6.1K -35 -0.1%
NWM
3161
Napa Wealth Management
California
$4.42M +$12.2K +70 +0.3%
CWMGP
3162
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$4.42M +$1.53M +8,760 +59%
CA
3163
Clune & Associates
Illinois
$4.42M -$82.8K -475 -2%
AWA
3164
Aletheian Wealth Advisors
Washington
$4.41M -$157K -903 -4%
HWA
3165
HHM Wealth Advisors
Tennessee
$4.41M -$109K -623 -3%
PS
3166
Planned Solutions
California
$4.41M +$579K +3,320 +16%
AIM
3167
Aigen Investment Management
New York
$4.41M +$4.12M +23,631 New
CST
3168
Charles Schwab Trust
Nevada
$4.4M +$361K +2,070 +10%
SWM
3169
Steinberganna Wealth Management
New York
$4.4M +$4.11M +23,594 New
BA
3170
Bluesphere Advisors
Pennsylvania
$4.4M +$40.3K +231 +1%
RRA
3171
Round Rock Advisors
Connecticut
$4.39M +$28.1K +161 +0.7%
AF
3172
Aldebaran Financial
$4.39M +$177K +1,016 +5%
SWG
3173
Summit Wealth Group
Vermont
$4.39M – – –
ACM
3174
Aubrey Capital Management
United Kingdom
$4.38M +$4.1M +23,500 New
LA
3175
Latitude Advisors
Florida
$4.38M +$76.9K +441 +2%
125 126
127
128 129